Edward Anthony Perry

Employer firm

Lasalle St. Investment Advisors, L.l.c. CRD 109701

$5.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1999 → Present
  The Law Offices Of Fitzgerlad & Perry
  St. Charles , IL
• 02/2008 → Present
  Fitzgerald & Perry, P.C.
  St. Charles, IL
• 02/2008 → Present
  Commonwealth Financial Network
  Waltham, MI

Previous Registrations

• 2008-02-08 → 2025-07-31
  Commonwealth Financial Network
  Waltham, MA
  St. Charles, IL
  St. Charles, IL
• 2003-11-05 → 2008-02-12
  Cetera Wealth Services, Llc
  St. Charles, IL

Other Businesses

1. LAW OFFICE OF EDWARD A. PERRY JR; ESTATE LAW FIRM 2. PERRY WEALTH COUNSEL; PRESIDENT; INVESTMENT AND RETIREMENT PLANNING 3. NOTARY PUBLIC; CONDUCTED AT BRANCH; NOT INVESTMENT RELATED. 4. CO-OWNER, BBPWC, LLC, AN ENTITY CREATED FOR THE PURPOSE OF BUYING AND MANAGING COMMERCIAL REAL ESTATE AT 22 N. 4TH ST. SAINT CHARLES, IL 60174 AS OF 1/01/2021; LESS THAN 1% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED. 5. PERRY WEALTH COUNSEL; PRESIDENT; INSURANCE AND FIXED ANNUITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-18
• S63 Uniform Securities Agent State Law Examination
  1994-02-28

Designations

• Certified Financial Planner

Other Names

• Edward Anthony Jr Perry
• Ted Anthony Perry